Soltis Investment Advisors LLC Makes New $603,000 Investment in Schwab U.S. Aggregate Bond ETF $SCHZ
by Sarita Garza · The Markets DailySoltis Investment Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, Holdings Channel reports. The firm purchased 27,267 shares of the company’s stock, valued at approximately $603,000.
A number of other large investors also recently modified their holdings of SCHZ. Barrett & Company Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $26,000. Foresight Capital Management Advisors Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $27,000. PNC Financial Services Group Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the 1st quarter worth about $37,000. Hanseatic Management Services Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $38,000. Finally, Sachetta LLC raised its position in Schwab U.S. Aggregate Bond ETF by 447.6% in the first quarter. Sachetta LLC now owns 1,818 shares of the company’s stock valued at $42,000 after purchasing an additional 1,486 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $22.53 on Monday. The business’s 50-day moving average price is $22.40 and its 200-day moving average price is $22.98. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73.
About Schwab U.S. Aggregate Bond ETF
The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a broad index of U.S. investment grade fixed income securities, including corporate, government, and mortgage-backed securities. SCHZ was launched on Jul 14, 2011 and is managed by Charles Schwab.
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